Investment Q&A

Q: I was looking into crypto and was considering 65% ETHX.B and 35% BTCQ over buying ETC which is 70/30 Bitcoin/ Eth.
Wondering your thoughts as this would be a five year hold and a 5% position. I would also look at an Alt Coin ETF are you aware of any in Canada or USA?

Q: Annually I review my portfolio following a great book I read years ago, called "Master Your Retirement" by Douglas V. Nelson. One calculation I perform is to calculate the average beta for my entire portfolio.

I hold these two legacy funds. I haven't been able to find their beta for a number of years. The last data I had was 1.00 for RBF1018 and 0.40 for CIG50217. Can you check your search engines for anything more recent...thanks.

I also hold Eric's Nine Point Energy ETF (NNRG). I can't find a beta for it either. As a proxy I used the beta for XEG (2.33). Do you have anything better...thanks.

Thanks for your help...Steve

Q: Thoughts on these 3 companies going forward?

Thanks!

Q: How would you rate the following Canadian
banks for investing new money at the moment?

TD, BNS, RY, BMO, NA

Thank you so much,
Rita

Q: Looking at big picture need for natural resources pls compare these 2 companies? Which would be ur choice for long term hold? or other suggestions? Is BHP dividend really sustainable? Does it hamper growth?

Thank you

Mike

Q: Your opinion on IPO RIVN. Thank you

Q: Hello,
Just wondering if I could get your thoughts on this company. It seems to have some good momentum now.
Thank you

Q: Do you think REITS, with their combination of high debt and yield are particularly vulnerable in a rising rate environment? Or does the underlying economic improvement that leads to rising rates counteract this? Also which sectoral REITS would you prefer in a rising rate environment if any, and finally if you have any other thoughts on this, please share them. Thanks.

Q: Please comment on earnings. Thanks

Q: Vermillion has been quite a bit higher in the past years. Now with oil around $80, although the stock is up it is not getting back to where it was a few years ago. Is it company specific issues like maybe debt or does the market not trust oil staying at $80? Any thoughts on this would be appreciated. Thank you.

Mike

Q: Hi Gang
What is your opinion of the takeover yesterday
And the stock in general
Great job gang

Mike B

T

Q: Hi Peter and team:
This is both a macro and micro question. Energy sector is hot and when I see you are tweeting a response to Eric Nuttal's exuberance, then I know I have to take notice!

When you gaze into your crystal ball, :) how much more upside do you see in the energy sector? Assuming energy has a ways to go yet, do you think it is going to be propelled by large caps or mid/small caps? Is it easy to play this rally via XEG or ZJO?
Or read your Q&A and buy an assortment of large and mid/small caps? I know you have consistently favored U/ENB for example.
Many thanks.

Q: CURA .. your take on earnings ...thx

Q: They've had a great run, I've owned it for probably 10 years, and every time I think the story has stalled out, they seem to do another consequential acquisition. Blow-out numbers, particularly on the organic side, and raised dividend significantly. Do you see any issues with this one, or steady as it goes?
Thank you as always...

Q: Hi 5i,

Any thoughts on the new SPAC?

TIA!
Wayne

Q: Hi, could you please give your thoughts on ENB as an investment, and how much you like it at today's prices relative to other opportunities?

Q: What is your opinion of this company? When I look it up you have no dividend. But in your TOP US DIVIDENDS in this month Money Saver it states 24.85% dividend. I don't chase dividends but the company does look interesting.
Thanks...you've helped make my year very good so far.

Q: My Real Estate holdings, aside from a paid off home, are DIR.UN (39% of real estate holdings; up 46%), GRT.UN (13%; 11.7%), SMU.UN (16.5%; 9.5%) and TCN (31.5%; 28%).

My longer term holdings have been DIR and TCN. Following 5i's emphasis upon Industrials as a current favourable sector and comments that Industrial REITs are fewer in number (eg WPT's recent buy out by Blackstone) and therefore more valuable, plus a TD analyst comments on the possibility of an SMU buy out, I bought GRT and SMU.

However, in a general intent to streamline my overall portfolio to fewer and 'best quality' holdings, how would you suggest I amalgamate these holdings to maintain subsector and geographic coverage with projected best return? Which is the least desirable holding(s) that I might sell?

Q: Save for its operating in Brasil, EBR seems, on the face of it, to have reasonably good prospects. However, what is the true status of the dividend and do you believe the debt level is reasonable? Thanks!

Q: Hi 5i, Thank you for your balanced answers.
Can you give your opinion on Ree Automotive Holding Inc, listed as REE on Nasdaq. I have some stock and they are currently 50% negative. Can you advise, if i should continue to hold.